National Wealth Management Group’s SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-14,993
Closed -$1.49M 151
2024
Q4
$1.49M Sell
14,993
-2,210
-13% -$219K 0.99% 25
2024
Q3
$1.71M Buy
+17,203
New +$1.71M 1.16% 23